Ideas & Enhancements
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Notes Tab should allow printing of multiple notes by "checking "them off - Bulk options should allow printing

The purpose of this program should be to make things easier to do -- There may be a specific report for printing case notes, but that is too many steps -- it needs to be a simple process that is on the Notes Tab -- either adding "Print" to the bul...
Guest almost 2 years ago in  2

Ability to drag and drop documents on any case tab

Regardless of which tab you have active in a case, you should be able to drag and drop documents into the case. The document would be saved to the Docs tab as normal, but you should be able to add documents with any tab active.
Guest almost 2 years ago in  0

Add Client/Case # as Column for Browse Documents

While it is nice to see all the general documents being added, this would be helpful to know what case the document is associated with. Also, if from this tab, we could then go into that case, that would be even more logical and helpful. As of now...
Guest almost 2 years ago in  0

Staring Notes

It would be useful to star and/or pin important notes in the notes tab. That way, you automotically see the note when you go to the notes tab.
Guest almost 2 years ago in  0

Using Keyboard to Search and Select Topic for Tagged Emails

In Neos itself, I can type on my keyboard to narrow down a note topic or document type and/or category, but when tagging an email in Neos, I have to scroll through our master list of everything. This is a very large time waster and was a simple fu...
Guest almost 2 years ago in  0

Correct Timestamps for Emails Tagged to Needles

When I tag an email to a Needles file, the note should be created with the timestamp of when the email was sent/received, not when the email was tagged. For example: I get an email at 6:30 a.m., but don't tag it to a Needles file until 8:30 when I...
Guest almost 2 years ago in  0

Needles 5: Change or Remove the "Original Message was taken by [blank] on [date]" segment on any message threads.

As they currently stand "Original message was taken by" segments may reference the beginning of a thread or a message in the middle of one as well as appearing before the "posted by [blank] at [date]" which only adds more uncertainty in when any ...
Guest almost 2 years ago in  0

Changing Search Design

When searching for Providers, such as Insurance Companies, the search will also pull the information in the address field. If that provider has the Insurance Company's name in the address field this will result in the adjuster appearing before the...
Guest almost 2 years ago in  0

Removing the required address in the Provider Address fields

Addresses are not always obtained at the time of creating the provider. Removing the required field would allow to enter providers and entering information later on as needed.
Guest almost 2 years ago in  0

Adding the Ability in Needles 5 to Click Enter for the Yes/No Prompt

Adding the functionality for clicking enter to select Yes/No in Needles 5 would be much quicker than using the mouse to select the Yes/No Prompt.
Guest almost 2 years ago in  1